Freightonomics

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At the crossroads of economics and freight there is Freightonomics. This show is hosted by FreightWaves market expert Zach Strickland and economist Anthony Smith.

FreightWaves


    • May 22, 2025 LATEST EPISODE
    • monthly NEW EPISODES
    • 33m AVG DURATION
    • 220 EPISODES


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    Latest episodes from Freightonomics

    Hanging in the balance

    Play Episode Listen Later May 22, 2025 26:30


    Zach and John Paul Hampstead discuss erratic import demand and its impact on supply chains as well as the downgrade on US debt and a slowing housing market. Follow the Freightonomics PodcastOther FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

    May-cember

    Play Episode Listen Later May 1, 2025 30:21


    Zach and John Paul Hampstead bring on Dr. Zac Rogers, co-author of the Logistics Managers' Index to discuss the influence of tariffs on supply chains. Follow the Freightonomics Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

    index zac rogers
    The North American tariff special

    Play Episode Listen Later Mar 6, 2025 26:32


    Zach and economic researcher Michael Rudolph discuss the recent tariff and American trade policy and its impact on the economy and supply chains.  Follow the Freightonomics Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

    Balancing branches

    Play Episode Listen Later Feb 20, 2025 26:46


    Zach and Tony bring on Dr. Zac Rogers to discuss the latest LMI readings and dive deeper into inventory management practices among the shipping community.  Follow the Freightonomics Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

    All out of love

    Play Episode Listen Later Feb 13, 2025 26:28


    Zach and Tony discuss what we have learned over the past two weeks of tariff implementations and pauses, while also discussing why freight market optimism has not manifested into a significant market shift. Follow the Freightonomics Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

    Uncertainty is certain in 2025

    Play Episode Listen Later Jan 30, 2025 26:32


    Zach and Tony discuss the looming tariffs and their potential and current impact on supply chains as well as a few takeaways from earnings season. Follow the Freightonomics Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

    Containing the containers

    Play Episode Listen Later Jan 23, 2025 30:44


    Zach and Tony bring on Dr. Zac Rogers to discuss the latest Logistics Manager's Index data and ask why upstream demand appears to be booming. Follow the Freightonomics Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

    Calmer seas

    Play Episode Listen Later Jan 16, 2025 26:31


    Zach and Tony discuss what the cease fire in Gaza and ILA labor resolution means for shippers and domestic transportation providers. Also, inflation keeps the economic outlook grey. Follow the Freightonomics Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

    Transportation trends to watch in 2025

    Play Episode Listen Later Jan 9, 2025 26:35


    Zach and Tony discuss how winter weather disruptions kicked off the new year and what are the most important supply chain topics and trends to watch in early 2025. Follow the Freightonomics Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

    Let's circle back on that

    Play Episode Listen Later Dec 5, 2024 30:34


    Zach and Tony bring on Dr. Zac Rogers to discuss what the latest LMI readings suggest for transportation and logistics in 2025. Follow the Freightonomics Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

    circle back lmi zac rogers
    Drowsiness

    Play Episode Listen Later Nov 14, 2024 27:44


    Follow the Freightonomics Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

    Election takes for transportation

    Play Episode Listen Later Nov 14, 2024 30:34


    Zach and Tony bring on Dr. Zac Rogers to discuss the latest LMI results and what the election outcome means for supply chains and transportation. Follow the Freightonomics Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

    Vulnerability

    Play Episode Listen Later Oct 31, 2024 26:30


    Zach and Tony discuss the growing optimism among transportation service providers that the great freight recession is ending and the data that supports or disputes this claim. Also, the market may not be completely over the impacts of the ILA strike. Follow the Freightonomics Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

    Great quarter guys?

    Play Episode Listen Later Oct 25, 2024 26:31


    Zach and Tony discuss why the LTL environment appears to be deteriorating and hot takes from some significant earnings calls. Follow the Freightonomics Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

    Seasonality's return

    Play Episode Listen Later Oct 17, 2024 30:21


    Zach and Tony discuss the impact of three supply chain disruptions in the past month and takeaways from J.B. Hunt's 3Q earnings. Follow the Freightonomics Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

    The cost of catastrophe

    Play Episode Listen Later Oct 10, 2024 30:32


    Zach and Tony discuss the early impacts of Milton and bring on Dr. Zac Rogers to discuss September's LMI results. Follow the Freightonomics Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

    ILA strike impacts

    Play Episode Listen Later Oct 3, 2024 30:31


    Zach and Tony discuss the impacts of the ILA strike thus far and what it could mean as it progresses.  Follow the Freightonomics Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

    Chaos it is Not

    Play Episode Listen Later Sep 26, 2024 30:32


    Zach and Tony discuss the lack of freight market responsiveness to a major landfalling hurricane and the looming ILA strike. Learn more about your ad choices. Visit megaphone.fm/adchoices

    The cost of appreciation

    Play Episode Listen Later Sep 19, 2024 31:02


    Zach and Tony bring on Ofelia Chernock to discuss driver appreciation week and the value of positive reinforcement and its impact on driver retention. Also the Fed's surprise cuts and its impact on transportation markets and an update on the ILA strike. Follow the Freightonomics Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

    What, me worry?

    Play Episode Listen Later Sep 13, 2024 31:01


    Zach and Tony ask the question about what to be concerned about regarding the ILA strike and other potential supply chain disruptions. Follow the Freightonomics Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

    Everything in moderation

    Play Episode Listen Later Sep 5, 2024 30:32


    Zach and Tony bring on Dr. Zac Rogers, co-author of the Logistics Managers' Index, to discuss the latest LMI reading and what appears to be a slight moderating trend in the transportation market. Follow the Freightonomics Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

    Ongoing challenges

    Play Episode Listen Later Aug 29, 2024 26:52


    In this insightful episode, Freightwaves' Zach Strickland and Tony Mulvey dive deep into the current state of the freight market as we head into the Labor Day weekend. They explore the evolving landscape of the trucking industry, focusing on how advancements in technology, such as AI-enabled safety platforms, are transforming fleet management and safety protocols. With a special guest appearance by Adam Lang from Netradyne, they discuss the critical role of technology in mitigating risks, improving safety scores, and managing litigation costs. Tune in to understand how these trends are shaping the future of freight and how carriers can leverage new tools to stay competitive in a challenging environment. Follow the Freightonomics Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

    Oh Canada

    Play Episode Listen Later Aug 22, 2024 26:30


    Zach and Tony discuss potential impacts of the Canadian railroad strike and the latest historic labor figure revision.  Follow the Freightonomics Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

    Striking a deal

    Play Episode Listen Later Aug 15, 2024 26:33


    Zach and Tony discuss the looming rail and port strikes and impact to the import market. Follow the Freightonomics Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

    Correction

    Play Episode Listen Later Aug 8, 2024 27:04


    Zach and Tony bring on Dr. Zac Rogers to discuss the July Logistics Managers' Index takeaways and whether or not the recent stock market volatility is telling us anything about the economy.  Follow the Freightonomics Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

    Looking to podium

    Play Episode Listen Later Aug 1, 2024 27:04


    Zach and Tony discuss the “green shoots” many companies are reporting in the trucking sector while some other sectors of the economy like CPG are seeing the opposite signals. Follow the Freightonomics Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

    The ROI of safety

    Play Episode Listen Later Jul 25, 2024 26:35


    Zach and Tony bring on Adam Kahn from Netradyne to discuss how safety has become more important than ever as insurance costs and liability soars for carriers. Follow the Freightonomics Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

    Prime time

    Play Episode Listen Later Jul 18, 2024 26:30


    Zach and Tony bring on Dr. Zac Rogers to discuss the latest Logistics Managers Index and whether or not supply chains have become too short sighted.  Follow the Freightonomics Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

    primetime zac rogers
    Second half shift

    Play Episode Listen Later Jul 11, 2024 26:32


    Zach and Tony discuss the CPI release, the first hurricane landfall of the year, and the new evidence for a transportation market shift later in the year.  Follow the Freightonomics Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

    Weather ready

    Play Episode Listen Later Jun 27, 2024 26:31


    Zach and Meteorologist Kaylee Nix discuss the impact of weather on supply chains and why this year's hurricane season is expected to be active. Follow the Freightonomics Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

    2nd Half Expectations

    Play Episode Listen Later Jun 21, 2024 26:36


    Zach and Tony recap the first half and discuss what to expect in the back half of 2024. Follow the Freightonomics Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

    Waiting game

    Play Episode Listen Later Jun 13, 2024 26:40


    Zach and Tony discuss the strong-ish start to summer shipping and the recent Fed meeting takeaways. Also, service issues on the ocean may be propping domestic demand. Follow the Freightonomics Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

    Hopium abounds

    Play Episode Listen Later May 23, 2024 26:33


    Zach and Tony discuss the return of long term optimism for the economy and among transportation providers and whether it is warranted.   Follow the Freightonomics Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

    Checking in

    Play Episode Listen Later May 16, 2024 26:34


    Join us for a deep dive into the latest trends in the freight market in this episode of Freightonomics. From the impact of Roadcheck Week to the nuances of tender rejection rates and market dynamics, Zach Strickland and Tony Mulvey provide insightful analysis backed by data. Discover how recent events like the spike in tender rejection rates and spot rates are influencing the market and what it means for carriers and shippers alike. Plus, gain valuable insights into key economic indicators like the CPI, retail sales, and the labor market. Don't miss out on this comprehensive discussion on the state of the freight industry. Follow the Freightonomics Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

    Losing confidence

    Play Episode Listen Later May 2, 2024 26:35


    Zach and Tony discuss despite relatively strong economic figures consumers are still not feeling great fiscally.  Follow the Freightonomics Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

    Governance

    Play Episode Listen Later Apr 26, 2024 26:15


    Zach and Tony discuss the early GDP release, explain what the new meaning of a yield curve inversion is, and how a few key legal developments may impact transportation. Follow the Freightonomics Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

    Playing the turn

    Play Episode Listen Later Apr 18, 2024 26:34


    Zach and Tony discuss how both carriers and some level of shipper are responding to expectations of a market shift. Plus takeaways from J.B. Hunt earnings and Knight Swifts modified expectations.  Follow the Freightonomics Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

    Eclipsing Inflation

    Play Episode Listen Later Apr 11, 2024 26:35


     Welcome to Freightonomics!  In this episode, Zach Strickland and Tony Mulvey delve into the latest CPI release and its downstream impacts on the freight market. From seasonal trends to organizational conferences, they dissect how various factors are shaping the current landscape. Join the discussion as they analyze the freight market's trajectory, explore demand dynamics, and discuss the implications of rising inflation on supply chain management.  Key Highlights: CPI insights: Exceeding expectations and its implications Seasonal trends: Exploring April's impact on the freight market Organizational conferences: Navigating industry synchronization Freight market analysis: Evaluating tender rejection rates and spot rates Supply chain management: Examining the impact of inflation on investments Labor market dynamics: Deciphering the job growth landscape Port disruptions: Rerouting trucks and ships away from Baltimore Tune in for expert insights into the interconnected world of freight, economics, and global trade!  Don't miss out on the latest trends shaping the future of logistics. Hit play now and join the conversation!  #FreightMarket #SupplyChain #EconomicAnalysis #LogisticsTrends Follow the Freightonomics Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

    Counting trucks

    Play Episode Listen Later Apr 4, 2024 26:33


    Understanding the Freight Market: Supply, Demand, and Economic Insights Welcome back to another episode of Freightonomics, where we dive deep into the world of freight, economics, and market intelligence. Join hosts Zach Strickland, Head of Freight Market Intelligence, and Tony Mulvey, Economics Expert, as they dissect the latest trends and developments shaping the industry. In this episode: Market Update: Zach and Tony break down the latest trends in truckload demand and capacity, providing insights into tender rejection rates and spot market activity. Economic Analysis: They discuss the broader economic landscape and its impact on the freight market, including labor market dynamics and supply chain challenges. Truck Counts and Class 8 Orders: Delve into the significance of truck counts and Class 8 orders in understanding supply-side dynamics and fleet management strategies. Pricing Trends: Explore the correlation between supply, demand, and pricing in the trucking industry, shedding light on pricing power and profitability. Industry Outlook: Get expert insights into the future outlook for the freight market, including potential challenges and opportunities on the horizon. Tune in for valuable insights, data-driven analysis, and expert commentary on the factors driving the freight market today. Don't miss out on this essential resource for anyone involved in transportation, logistics, or supply chain management! Subscribe now and hit the notification bell to stay updated on the latest episodes of Freightonomics. Like, share, and leave your comments below to join the conversation! #Freightonomics #Trucking #SupplyChain #Economics #MarketAnalysis #Transportation #Logistics Follow the Freightonomics Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

    Collapse

    Play Episode Listen Later Mar 28, 2024 28:31


    Zach and Tony discuss the impact of the Baltimore bridge collapse as well as a disturbing trend for transportation service providers. Follow the Freightonomics Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

    Holding Pattern

    Play Episode Listen Later Mar 22, 2024 28:30


    Zach and Tony discuss the wait and see approach that seems to pervade current economic and transportation market policies. Follow the Freightonomics Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

    Signs of Spring

    Play Episode Listen Later Feb 29, 2024 28:32


    Zach and Tony discuss the freight market freefall and whether or not the continued stress on capacity will manifest as a violent shift later. Follow the Freightonomics Podcast Other FreightWaves Shows Learn more about your ad choices. Visit megaphone.fm/adchoices

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